转自：证券时报 人民财讯1月6日电，三友化工(600409)1月6日在互动平台表示，公司有机硅产品主要包括二甲基硅氧烷 混合环体、室温胶和高温胶等，其下游产品种类众多，可广泛应用于航空航天、机器人制造、医疗卫 生、建筑、日化、新能源等领域。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000887 证券简称：中鼎股份公告编号：2025-072 安徽中鼎密封件股份有限公司 关于对外投资拟设立合资公司的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、对外投资概述 （一）基本情况 1、深圳逐际动力科技有限公司 公司类型：有限责任公司（港澳台投资、非独资） 统一社会信用代码：91440300MA5H6B6A43 成立日期：2022-01-04 注册资本：259.8783万人民币 住所：深圳市前海深港合作区南山街道兴海大道3046号香江金融大厦1511-009A 法定代表人：庞博 安徽中鼎密封件股份有限公司（以下简称"公司"或"中鼎股份"）全资子公司安徽睿思博机器人科技有限 公司（以下简称"睿思博"）于近期与深圳逐际动力科技有限公司（以下简称"逐际动力"）、合肥柔性科 天机器人材料有限公司（以下简称"柔性科天"）签订《项目合作协议》，拟共同出资设立一家有限责任 公司（公司名称待定，最终以工商登记核准为准，以下简称"合资公司"），合作开展人形机器人制造代 工业务以及打造核心零部件供应 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司自认为对标北美机器人，特斯拉擎天柱明年量产 10万台，宁波星际动力Star Dynamics明年的量产与交付有多少台？在各大电商平台都能搜索到各种知名 度机器人如小米机器人，宇树机器人，智元机器人等各类机器人，唯独没有搜索到贵公司投资的宁波星 际动力Star Dynamics机器人？贵公司至今也未披露宁波星际动力机器人的相关情况，可否告知我们全体 投资者星际动力的机器人运营情况？ 宏润建设（002062.SZ）12月24日在投资者互动平台表示，宁波星际动力科技有限公司是宏润建设和矩 阵超智成立的机器人合资公司。公司于2025年9月份成立，11月份落户宁波市前湾新区，目前公司正在 落实相关的制造基地事宜。 ...

Group 1 - The core point of the news is that Zhizili Control (Ningbo) Technology Co., Ltd. has completed a seed round financing of several tens of millions of RMB, with participation from institutions such as Yuntian Capital and Plug and Play China [1] - Zhizili Control focuses on "full-body level tactile perception systems" and integrated force control solutions, addressing the industry's bottleneck in six-dimensional force sensors, which are dominated by a few overseas brands in the high-end market [1] - The high price, long delivery times, and heavy maintenance costs of six-dimensional force sensors hinder their widespread adoption in consumer-level and large-scale robot manufacturing [1] Group 2 - Domestic alternatives still face challenges in precision, durability, and operational stability, making it difficult for manufacturers to scale up directly [1] - The current approach of loading six-dimensional force sensors only at the end of robotic arms meets the needs of typical industrial processes like automotive parts polishing, but is insufficient for high-precision, compliant, and safe operations in collaborative and humanoid robots [1] - The limitations of single-point end force control become apparent when applications require intricate tasks such as "threading a needle" [1]

Core Points - Tesla's chairman, Robyn Denholm, warned shareholders that CEO Elon Musk may leave if his 10-year compensation plan is not approved [1] - The company is urging shareholders to vote on key matters, including the compensation plan, by November 5 [1] - Denholm emphasized that this vote represents a "critical turning point" for Tesla, highlighting Musk's unique leadership during the company's transition to an "intelligent vehicle and robotics manufacturer" [1] Compensation Plan Details - Tesla announced a customized 10-year compensation plan for Musk on September 5, which includes 12 performance targets [1] - If Musk meets all targets, he could receive 12% of Tesla's stock, potentially valuing the company at $8.5 trillion and Musk's stock at $1 trillion [1] - Denholm stated that Musk would receive nothing if he fails to meet these targets [1]

Core Viewpoint - The company, Guangwei Composites, has a comprehensive carbon fiber product system and is increasing its R&D expenditures to support new projects in carbon fiber and its applications [2]. Group 1: Carbon Fiber Products - The company can provide better material options for various applicable scenarios, including emerging application fields [2]. - There is no current plan to integrate Guangwei's fishing rod business into the listed company, as the fishing tackle business is developing healthily [2]. Group 2: R&D Expenditures - After a brief decline in R&D spending in previous years, the company has started to increase its R&D expenditures this year [2]. - The new round of R&D work is primarily focused on carbon fiber and carbon fiber prepreg research and application validation, supported by projects initiated by relevant departments or end-users [2].

Group 1 - Chengdu Galaxy General Robot Co., Ltd. has been established, with Yao Tengzhou as the legal representative, focusing on service consumer robot manufacturing and sales, as well as software sales [1] - The company is wholly owned by Beijing Galaxy General Robot Co., Ltd. [1] Group 2 - Food and Beverage ETF (Product Code: 515170) tracks the CSI Sub-Industry Food and Beverage Theme Index, with a recent five-day decline of 2.84% and a price-to-earnings ratio of 20.37 times [3] - The latest share volume for the Food and Beverage ETF is 8.7 billion shares, with an increase of 27 million shares and a net inflow of 1.476 million yuan [3] Group 3 - Gaming ETF (Product Code: 159869) tracks the CSI Animation and Gaming Index, experiencing a five-day decline of 1.25% and a price-to-earnings ratio of 45.91 times [4] - The latest share volume for the Gaming ETF is 5.85 billion shares, with an increase of 100 million shares and a net inflow of 120 million yuan [4] Group 4 - Sci-Tech Semiconductor ETF (Product Code: 588170) tracks the Shanghai Stock Exchange Sci-Tech Board Semiconductor Materials and Equipment Theme Index, with a five-day increase of 18.18% [5] - The latest share volume for the Sci-Tech Semiconductor ETF is 810 million shares, with an increase of 4 million shares and a net outflow of 120 million yuan [5] Group 5 - Cloud Computing 50 ETF (Product Code: 516630) tracks the CSI Cloud Computing and Big Data Theme Index, with a five-day increase of 1.94% and a price-to-earnings ratio of 123.26 times [6] - The latest share volume for the Cloud Computing 50 ETF is 360 million shares, with an increase of 6 million shares and a net outflow of 63,000 yuan [6]

Group 1 - The company focuses on two main businesses: automotive wheels and steel structures [1] - The company has not participated in the robotics manufacturing sector [1]

Core Viewpoint - The company, Hanhigh Group (001221.SZ), focuses on the research, design, production, and sales of home hardware and outdoor furniture, aiming to integrate diverse original designs with high-quality products to provide customers with aesthetically pleasing and practical items [1] Group 1: Business Overview - The company specializes in home storage hardware, basic hardware, kitchen and bathroom hardware, and outdoor furniture [1] - Products are primarily used in various settings including home kitchens, bathrooms, bedrooms, balconies, courtyards, hotels, restaurants, and resorts [1] - The company does not currently engage in applications related to robotics manufacturing [1] Group 2: E-commerce Strategy - Since the second half of 2021, the company has been expanding its cross-border e-commerce business [1]

Core Insights - Beijing Jingzhijia Technology Co., Ltd. (2590.HK), known as the "first stock of global autonomous mobile robots," went public in Hong Kong on July 9, 2025, achieving a market capitalization of HKD 21.8 billion at a share price of HKD 16.8 [2] - The company was founded in 2015 by Zheng Yong and his team, and it took 10 years from establishment to listing [3] - Early investors, including Sequoia Capital and Gao Rong Venture Capital, recognized the potential of Jingzhijia in the robotics and automation sector, participating in multiple funding rounds [3][4] Company Development - Jingzhijia's growth trajectory aligns with the investment thesis of its early backers, who identified the robotics sector as a key investment area due to its potential for efficiency improvements in manufacturing and logistics [5][8] - The company has achieved significant revenue growth in recent years, with a gross margin nearing 40%, attributed to strategic decisions such as focusing on high-end clients and expanding into overseas markets [11] Market Position and Strategy - Jingzhijia has positioned itself in the warehouse automation segment, capitalizing on the growing demand for logistics solutions in China, which has a larger e-commerce market compared to the U.S. [6][7] - The company has successfully expanded its international presence, with over 70% of its revenue coming from overseas markets, leveraging partnerships with multinational corporations [13][14] Future Outlook - The robotics industry is expected to see increased competition, but Jingzhijia is anticipated to maintain a strong market position due to its established brand and operational efficiencies [18] - The company is viewed as a potential leader in the automation sector, with expectations for continued growth and market share expansion following its IPO [10][18]